Loading...
+0.19%
Today
+16.36%
This Month
+69.21%
Year To Date
+98.93%
2 Years
+109.92%
5 Years
+19.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services22.92%
- 💻 Electronic Technology22.06%
- 🚗 Consumer Durables19.92%
- 💵 Cash13.76%
- 💇♀️ Consumer Services6.76%
- 🛍️ Retail Trade5.27%
- 🪙 Cryptocurrencies4.45%
- 📊 ETFs4.21%
- 🪨 Non Energy Minerals2.35%
- 💰 Finance1.7%
- ⛏️ Energy Minerals1.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.13%
- 🇺🇸 NYSE26.62%
- 🌍 Digital Currency4.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.54%
Dividends
Dividend Yield
0.27%
10 out of 17 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $XOM (3.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.05% | 3.19% | $3.76 |
 DIS | 0.05% | 0.72% | $0.75 |
 MSFT | 0.03% | 0.74% | $3 |
 AAPL | 0.03% | 0.43% | $0.97 |
 BAC | 0.03% | 2.17% | $0.96 |
 QQQ | 0.03% | 0.66% | - |
 COST | 0.02% | 0.48% | $19.22 |
 GOOGL | 0.01% | 0.34% | $0.2 |
 X | 0.01% | 0.52% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Dec 5 | $0.01 |
BAC | Ex-Dividend | Dec 6 | $0.26 |
GOOGL | Ex-Dividend | Dec 9 | $0.20 |
XOM | Pay Day | Dec 10 | $0.99 |
X | Pay Day | Dec 11 | $0.05 |
MSFT | Pay Day | Dec 12 | $0.83 |
GOOGL | Pay Day | Dec 16 | $0.20 |
BAC | Pay Day | Dec 27 | $0.26 |
NVDA | Pay Day | Dec 27 | $0.01 |
Performance Metrics
Score 4/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
-1.75
-1.75
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.97
0.97
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.55% | Nov 2021 | Oct 2024 | 35 |
-10.26% | Aug 2020 | Oct 2020 | 2 |
-6.48% | Jan 2021 | May 2021 | 4 |
-3.1% | Aug 2021 | Sep 2021 | 1 |